ADFI Institutional Ownership
Anfield Dynamic Fixed Income ETF
1W: +0.0%
1M: -1.1%
3M: -1.4%
YTD: -2.0%
1Y: +0.0%
3Y: +7.4%
5Y: -3.7%
$8.38
Last traded 2026-07-30 — delisted
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Institutional Ownership — ADFI
15
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
50M
Total Invested
2
New Positions
5
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 5,416,425 | 45M | +88,569 | +1.7% | 22Q | SEC ↗ |
| 2 | Anfield Capital Management, LLC | 215,702 | 2M | +549 | +0.3% | 8Q | SEC ↗ |
| 3 | J.M. Arbour, LLC | 188,442 | 2M | +13,171 | +7.5% | 3Q | SEC ↗ |
| 4 | Independent Advisor Alliance | 57,063 | 478K | -1,007 | -1.7% | 7Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 46,346 | 388K | -6,413 | -12.2% | 2Q | SEC ↗ |
| 6 | AE Wealth Management LLC | 33,025 | 277K | +32,748 | +11822.4% | 7Q | SEC ↗ |
| 7 | AdvisorNet Financial, Inc | 26,488 | 222K | -15,674 | -37.2% | 6Q | SEC ↗ |
| 8 | TCFG WEALTH MANAGEMENT, LLC | 21,143 | 177K | -582 | -2.7% | 4Q | SEC ↗ |
| 9 | TCFG Investment Advisors, LLC | 20,680 | 173K | -463 | -2.2% | 2Q | SEC ↗ |
| 10 | Mosley Wealth Management | 18,964 | 159K | -43,351 | -69.6% | 3Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC NEW | 16,244 | 136K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Walser Wealth Management Company, A Lt | 10,923 | 92K | +9 | +0.1% | 2Q | SEC ↗ |
| 13 | UBS Group AG NEW | 1,427 | 12K | — | +0.0% | 1Q | SEC ↗ |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | 452 | 4K | — | +0.0% | 3Q | SEC ↗ |
| 15 | GeoWealth Management, LLC | 405 | 3K | +188 | +86.6% | 7Q | SEC ↗ |
| 16 | HARBOUR INVESTMENTS, INC. | 258 | 2K | — | +0.0% | 5Q | SEC ↗ |
| 17 | MORGAN STANLEY | 0 | 0K | -526 | -100.0% | 1Q | SEC ↗ |
| 18 | Atria Investments, Inc | 0 | 0K | -19,360 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 16,244 | 136K |
| UBS Group AG | 1,427 | 12K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Atria Investments, Inc | 19,360 | 162K |
| MORGAN STANLEY | 526 | 4K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | +88,569 | +1.7% | 5,416,425 |
| AE Wealth Management LLC | +32,748 | +11822.4% | 33,025 |
| J.M. Arbour, LLC | +13,171 | +7.5% | 188,442 |
| Anfield Capital Management, LLC | +549 | +0.3% | 215,702 |
| GeoWealth Management, LLC | +188 | +86.6% | 405 |
| Walser Wealth Management Company, A | +9 | +0.1% | 10,923 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mosley Wealth Management | -43,351 | -69.6% | 18,964 |
| AdvisorNet Financial, Inc | -15,674 | -37.2% | 26,488 |
| CITADEL ADVISORS LLC | -6,413 | -12.2% | 46,346 |
| Independent Advisor Alliance | -1,007 | -1.7% | 57,063 |
| TCFG WEALTH MANAGEMENT, LLC | -582 | -2.7% | 21,143 |
| TCFG Investment Advisors, LLC | -463 | -2.2% | 20,680 |